Ryan Kerr is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a broad investable universe.

Genny Rizzotti is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years as a homemaker. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Mitchell Monette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes multiple roles at Fidelity Investments since 2022 and previous positions in education and municipal services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Vitaliy Biley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic investment solutions and model portfolios.

Kami Maker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Kami worked at Moorecenter Services and Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Camden Clark is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Texas Roadhouse, Kitty Hawk Surf Co., Shaw's Supermarkets, TARGET, and West Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with model portfolios, regulatory registrations, and integration of AI methods in research.

Tracey Wiggins is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and previously worked for Market Basket for 21 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and engages in advisory roles uncommon among large institutional peers.

Michael Cartularo is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he accumulated extensive experience within Fidelity, serving as a Senior Portfolio Specialist from 2021 to 2023, a Portfolio Specialist from 2020 to 2021, and a Planning Consultant from 2018 to 2020. Michael holds insurance licenses in Arkansas and California. His approach centers on collaborating with clients to develop personalized financial plans that align with their unique goals and values, utilizing Fidelity's planning process. Outside of his professional work, Michael enjoys cooking and baking, engaging in family activities, participating in social events with friends, playing golf, parenting, and traveling.

Kendra Hewitt is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Rebecca Milanesi is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and application of AI and algorithmic tools in its investment approach.

Samuel Darbey is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019. Prior to his finance career, he held roles at United Parcel Service and Imprivata. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Troy Morris is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity and its related entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its formal advisory role to multiple registered investment companies and use of systematic methodologies and AI-driven research tools.

Joseph Dickerson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at TechTarget, Cochrane Global, and Elon University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Jason Vallee is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions outside the financial industry, including a four-year role at Two Men and a Truck. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and utilizes systematic methodologies alongside oversight of sub-advisers.

Alexander Brewster is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Santander Bank, NA, Santander Securities, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. He also spent time at George Mason University early in his career. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies and fund-of-funds.

George Lefavour is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2006. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various investment platforms.

Ceara Herget is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021, and previously was employed with Equitable Advisors. Outside of advisory work, she is the owner of Sunshine Ready Rentals LLC, a short-term rental business based in Miami, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Morgan Stanley and Independent Service Network, and has academic involvement with Saint Anselm College and the New Hampshire Institute of Politics. Outside of finance, he has worked as a retail employee at Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies in portfolio management.

Nathan Campbell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Fidelity Investments since 2012 and is currently associated with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he participates as a presenter in a Catholic youth ministry, delivering inspirational talks to young people. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

William Donovan is the Director and Executive Services Officer at Fidelity Investments, a position he has held since 2016. In this role, he partners with corporate leaders to analyze the value of their equity compensation plans and provide insight into how these plans affect their overall financial situations. Prior to his current role, William served as a Portfolio Specialist at Fidelity Investments from 2014 to 2016 and as a Client Service Manager from 2013 to 2014. His experience centers on executive compensation, equity awards, and financial planning for corporate clients.